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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | El Paso | TX | 09/1997 | 01/2025 |
| Osaic Wealth, Inc. | El Paso | TX | 01/2025 | Present |
1) CHARLES ANDERSON LAMBETH 4687 N MESA, SUITE 200,EL PASO, TX 79912 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, AND TRADITIONAL LIFE INSURANCE START DATE: 10/1997 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15. 2) EP PLANNER, LLC. 4687 N MESA, SUITE 200,EL PASO, TX 79912 CATEGORY: LLC/LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LLC IS USED TO MANAGE BUSINESS EXPENSES. START DATE: 11/06/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-22 |
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